Trading Guide

Before you start

• Your email must be verified and your account in an active rollout wave (see Account & Access).
• Review your settings — particularly position size, daily loss cap, and minimum model agreement.
• Know the kill switch: the floating shield icon opens the Safety Console from any page.

The three trading modes

The Trading page offers three distinct ways to trade, selectable from the mode switcher at the top. They differ in who makes the entry decision — the AI, you following the AI, or you alone:

All three modes trade the same account and appear in the same trade history — each trade is tagged with its origin (ai-auto, signal_flip, or manual) so you can always tell which mode produced which result.

AI Auto: starting a session

1. Open the Trading page.
2. Press Start AI Trading.
3. Read the Pre-Flight Review — it shows the exact configuration the session will run with: trading mode (paper/live), position sizing, limits, exit rules, and thresholds. This is a snapshot: what you see is what the session enforces.
4. Confirm. The AI joins the next analysis cycle.

Monitoring a running session

The Trading page

• Session status — running state, session uptime, signals received vs. acted on.
• Open positions — live unrealized P&L per position, with entry price and current price.
• Recent trades — the latest executions; the expand button opens your full paginated trade history.
• Engine panels — per-engine state for the selected asset.

The Decisions page

Your ground truth. Every evaluated opportunity appears here — executed, skipped, or held — with a plain-language reason. If you ever wonder "why didn't it trade?", this page answers it. Details in Decision History.

The System page

The wide-angle view: Platform Status (service health), Signal Quality and Trading Conditions (market environment), per-engine Model Health, and your Portfolio Performance curve. How to read each number: Reading the Metrics.

What healthy operation looks like

• Platform Status Online with a steadily climbing cycle count.
• Decisions page filling with entries — mostly skips in quiet markets. Thousands of evaluations per day with a handful of executions is the normal shape.
• Trades clustering in periods of higher Signal Quality and consensus.
• Position count always at or below your Max Open Positions.

Signal Flip: horizon-based signal execution

Signal Flip sits between full autonomy and full manual control. Its purpose is to let you use the AI's directional edge while keeping the entry decision in your hands — every trade is time-boxed, so risk has a defined window instead of an open-ended position.

How a flip works

1. The AI publishes a signal — for each asset and timeframe, a "flip box" shows the predicted direction (bullish / bearish / neutral), the probability behind it, and the horizon: the fixed time window over which the prediction applies.
2. You decide to follow it — when a box reads ready and shows an edge, you can enter the position with one action. No edge, no obligation: boxes without conviction are simply not actionable.
3. The phase arc tracks the lifecycle — while the flip is live, a progress arc shows where you are in the horizon along with live P&L, instead of an anxiety-inducing countdown.
4. The horizon completes — at the end of the window the signal is evaluated and the position is resolved. The result (win/loss and P&L) is recorded on the box and in your trade history.
5. You stay in control throughout — you can reassess and close the position early at any point; you are never locked in until the horizon ends.

Stats and optional automation

• Win-rate tracking — each asset's flip history (total flips, win rate) is shown on the panel, so you can see how the signals have actually performed before following the next one.
• Automation rules — optionally, flips can be automated with strict guardrails: a minimum edge required to enter, maximum risk per position, and a cap on concurrent flips. This turns Signal Flip into a constrained auto-trader that only acts on its strongest calls.

Manual trading

Manual mode gives you an order ticket for supported assets in the active account mode. In paper mode, orders are simulated. In approved controlled-live mode, orders route to the connected exchange subject to account, exchange, and risk controls. Its purpose is acting on your own conviction — taking a setup the AI hasn't taken, scaling or closing a position on your terms, or simply learning the platform by trading it yourself.

• Decision support included — the engine panels, charts, and order book remain live around the ticket, so the AI's read of the market is always in view while you decide. You can even ask the Co-Pilot for an outlook on the order you are about to place.
• Same protections — manual orders pass through the same account safeguards (order value bounds, balance checks); a manual position is monitored by the same exit engine, so stop-loss and take-profit protection apply to it like any AI position.
• Clean attribution — manual trades are tagged manual in history and analytics, so your own calls and the AI's never blur together in your performance numbers.
• Coexistence with the AI — you can trade manually while an AI session runs; the modes share the account but their decisions stay separately attributed.

Pausing and stopping

Tuning your configuration

Adjust one variable at a time and give it enough trades to judge:

• Too few trades? Consider lowering Minimum Model Agreement (e.g. 4 → 3) or the confidence threshold slightly. Don't do both at once.
• Too many small losses? Raise the agreement requirement or confidence threshold — make the AI pickier.
• Single losses too painful? Reduce position size before touching anything else.
• Bad days too bad? Tighten the daily loss cap. It ends bad days early.

Reviewing performance

• Analytics — win rate, P&L over time, per-asset breakdown.
• History — full trade-by-trade record.
• System → Portfolio Performance — 30-day equity curve with drawdown.

Judge the system over weeks, not hours. Win rate on a handful of trades is noise; the equity curve and drawdown profile over many trades are signal.